New Contributor

Is there a way to let the office know an invoice needs to be billed out for special billing or to let the office know the customer wants a printed copy of the invoice mailed out. 


New Contributor III

One thing I just set up is an alert for when a Job is completed then you can assign a tag to that alert called special invoice or something like that and then it will email the person you select when a job is completed with the specific tag assigned to it. Hope this works for you.

Valued Contributor

Our guys put a note in the invoice summary if the customer wants a printed copy mailed out or anything special.

ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @RachelSlape -- for the special billout, you can take advantage of your payment terms and set them up based on customer type (i.e., Commercial vs Residential), otherwise for the specific mail request I'd go with what @dwhite45 said. OR setup your customer portal and encourage customers to use this to access all their bills, service history, membership, upcoming appts.

- Sheena @ NiFT

Sheena @ NiFT